Built into Clairia AI assistant, Playbooks puts the controls in your hands to keep AI responses on track towards outcomes you can feel good about. Create and tailor Playbooks to support any part of your investigation, whether for specific teams, workflows, or regions. Set the rules and guidelines on how AI should behave and respond, and it follows your lead.
Because no two investigations are the same, AI needs to be unique and purpose-built, not one-size-fits-all. With Playbooks, create and tailor how the Clairia AI assistant responds and behaves to match the way cases are managed across teams, workflows, and regions. Ensure consistent, relevant, and standardized responses for every user by setting clear instructions, uploading policies for a deeper context, and using one-click prompts.


In addition to creating fully tailored Playbooks, leverage AI without extra effort and delays with three ready-to-use Playbook ( Case Summary, Case Timelines, and Investigative Net Steps. In less than a minute, draft detailed case summaries, generate a timeline of a case from your evidence, and keep moving cases forward with relevant suggestions.
Make AI a trusted tool teams can feel confident using through the safeguards and permissions you set. Whether through open chat with Clairia or within the boundaries of Playbooks, you can standardize how the AI assistant is used, bringing consistency to investigations without adding complexity or risk.


Global leaders rely on tools that can be configured to meet the highest standards; that’s why they trust Case IQ. With Playbooks, we’re bringing that same renowned configurability to Clairia AI assistant, supporting complex investigations with greater efficiency, reliability, and readiness for what’s next.
Clairia is built for organizations that need strong security, privacy, and control in every investigation. Trusted by global leaders in highly regulated industries, it uses strict data isolation protocols and never uses your data for model training or outside product improvement. Backed by Microsoft Azure, OpenAI, and Case IQ’s security framework, Clairia delivers end-to-end protection for sensitive investigative work.

